Growing Your Business…

So, What’s Your Plan?

Our Mission:

To Provide a highly-organized think-tank environment to discuss directly relevant strategies, Ideas and suggestions to further KAIZEN and Grow Your Business.

Why The Peer Advisory Forum

  • A “Real-World” Working Business Plan Focused on Growing Your Business with Monthly Hard-Copy Update to Verify Your Progress-On-Plan.
  • Monthly “In-Depth” 1:1 Strategy Review Sessions to Rapidly Incorporate Shiftd and Changes in Progess.
  • Monthly Peer Advisory Forum Focus-Group Meetings to address Critical Issues and Provide Collaborative Input.
  • Strategic Marketing and Branding Support Team to Provide immediate Assistance in an As-Needed Timeframe.
  • Continuous Strategic Review and Analysis of Your Business and Marketing Strategies, Plans and Resources.
  • Your Team’s Annual 2-Day Strategic Planning Retreat.

KAIZEN – The Relentless Pursuit of Continuous Innovation and Improvement.

“3rd Friday”

A Unique Format

10:00 a.m – 2:00 p.m

Networking: 9:30 a.m – 10:00 a.m

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Dr. Pete Johnson

25502 Saddle Rock Place

Laguna Hills, CA 92653

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Regular Monthly Meetings

3th Friday of the Month

________________

RSVP: Re-Confirm Today

Pete@StrategicPlanning.com


Members


 

Dr. Pete Johnson
Peer Advisory Forum
     

Dr. Pete Johnson, Founder and President of StrategicPlanning.com, a state-of-the-art designer and facilitator of customized strategy, planning and execution programs specializing in growth-oriented companies.

Contact: Pete@PeerAdvisoryForum.com

Lee Greytak
First Dynamic Solutions

Lee Greytak, CEO of First Dynamic Business Solutions, Inc. located in Orange County since 2010. We specialize in Financials Advisory services for privately owned companies. www.1stDynamic.com

Contact: Lee@PeerAdvisoryForum.com

Brian Conners
My Financial Pro
     

Brian Conners, President of NPB Finacial Group, a full service wealth management company providing our select clients with a unique caliber of financial planning services and support.

Contact: BConners@myFAPro.com

Adam Coughran
Standards Training

Adam Coughran, an industry leader in active shooter education and training for schools and businesses. He’s has been recognized as one of the “Go-To” experts for national media outlets, such as NBC’s Today Show and CBS This Morning. www.StandardsTraining.org

Contact: Adam@StandardsTraining.org

Tom Sheltraw
Tradesman Electric

Tom Sheltraw, Founder and CEO of The Tradesman Electric Inc, a 26 year old electrical contracting business specializing in large construction projects. In Addition, he is the Director Consultant at SoCal BNI, the largest business networking organization in the world. www.TheTradesmanElectric.com

Contact: Tom@TheTradesmanElectric.com

Eric Olson
Olson Superior Plumbing

Eric Olson, Founder and CEO of Olson Superior Plumbing. His company has successfully completed thousands of residential & commercial plumbing projects with extensive experience in both small and large tenant improvement endeavors along with ground-up design development projects.

Contact: EricOlson42@gmail.com

Steven Jadczak
Innovative Light Designs

Steven Jadczak, founder and owner of Innovative Light Designs, a friendly source of professional, decorative lighting for special events. His mission is to make dreams come true for Orange County through the power of boutique lighting. www.InnovativeLightDesigns.com

Colette Coffman
Colette’s Events

Colette Coffman is a proud Fullerton native who has always had the drive to own her own business. She grew up in a large family and taught herself how to cook at a very young age. In 1992, this passion grew into a one-woman catering operation. Now with a successful full-service catering company and over 25 years later, Colette is still hands on with Colette’s Catering & Events. She has stellar reputation for taking care of clientele with one-on-one personal planning.. colettesevents.com

Contact: info@colettesevents.com

David Hertzberg
Allied Lighting

David Hertzberg our newest addition to PAF is co-owner of Allied Lighting in Newport Beach along with his brother Robert Hertzberg. They provide magnificent lighting solutions for homes across the United States. https://alliedlighting.net/

Contactfinelights@hotmail.com

Daniel Cazares 

Senior at Cal State Fullerton, graduating in December 2019. Majoring in General Management and currently a member of the Peer Advisory Forum’s OPS Team. Specializing in Real Time Data Capture and Research Analysis, Operations Team Logistics and Peer Advisory Member Support.

Contact: Daniel@PeerAdvisoryForum.com
University Affiliation: California State University, Fullerton | Mihaylo College of Business & Economics


OPS Team


 

Rene Rojano

Lead Marketer and Member at Strategic Performance Institute specializing in the strategic development, coordination and execution of real-time digital marketing programs, plans and campaigns incorporating a pro-active, cloud-based remote tracking system.

ContactRene@thedmgoc.com
University Affiliation: California State University, Fullerton | Mihaylo College of Business & Economics

Angel Mendoza

Well rounded business professional with a unique technical, financial, and leadership skillset that allows me to provide value to the various teams I’m a part of. I’m currently working as a project manager in the aerospace field managing rocketry project logistics. These various projects include building rockets, managing rocket teams, and creating a management software to help organize the processes of rocketry. I’ve recently graduated from Cal State Fullerton with a bachelors in finance and am working on receiving my PMP certification.

Contact: Angel@PeerAdvisoryForum.com
University Affiliation: California State University, Fullerton | Mihaylo College of Business & Economics

Jessica Brownfield

Experience in entry-level data analysis. Process-oriented with inclusive leadership qualities.

Contact: brownfieldjessica@gmail.com
University Affiliation: California State University, Fullerton | Mihaylo College of Business & Economics

Caleb Sachs

Experienced in digital media, Caleb has produced a verifiable record of performance creating branded videos and commercials, headshots, real estate photos, influencer social media posts, and event photography.

Contact: calebsachs1@gmail.com
University Affiliation: California State University, Fullerton | Mihaylo College of Business & Economics

Brandon Kessler

As a specialist in strategic operations coordination, Brandon has established a proven track record in both the business as well academic arenas. His innovations in operational infrastructure through the adaption of advanced technology has become a game-changer for the clients & businesses he has worked with to date.                                         

Contact: bkes89@gmail.com
University Affiliation: California State University, Fullerton | Mihaylo College of Business & Economics

Maria Macias

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Contact: mariapaola9@outlook.com
University Affiliation: California State University, Fullerton | Mihaylo College of Business & Economics

Thomas Park

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Contact: tompark@protonmail.com
University Affiliation: California State University, Fullerton | Mihaylo College of Business & Economics

Salim Tarzi

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Contact: salimtarzi@yahoo.com
University Affiliation: California State University, Fullerton | Mihaylo College of Business & Economics

Jennifer Icaro

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Contact: jennifer.icaro02@gmail.com
University Affiliation: California State University, Fullerton | Mihaylo College of Business & Economics

Maxwell Boscardin

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Contact: maxwellboscardin@gmail.com
University Affiliation: California State University, Fullerton | Mihaylo College of Business & Economics

Fiona Tang      

Business Professional specializing in Strategic Rapid Execution. Previous Senior Intern Lead at Strategic Performance Institute. Her Ability to Multitask and the Level of Attention to Details are Exceptional. Currently Working as the Assistant to the CEO at Hawke Media Located in Santa Monica, CA.

Contact: Fiona@PeerAdvisoryForum.com
University Affiliation: California State University Fullerton |Mihaylo College of Business & Economics

Alex Vasquez

A senior consulting specializing in business marketing. Member of the Entrepreneurial Intern Program at the Strategic Performance Institute, Alex uses his education in marketing and logistics to provide support to CEO’s of small to mid-size companies with Rapid Strategic Execution consulting.

ContactAlex@PeerAdvisoryForum.com
University Affiliation: California State University, Fullerton | Mihaylo College of Business & Economics

Phong Tieu     

Intern at Strategic Performance Institute specializing in performing project design and management, real-time data capture, online strategic research & analysis and logistics coordination. Providing technical and operational support for monthly Peer Advisory Forum strategy meetings.

Contact: Phong@PeerAdvisoryForum.com
University Affiliation: California State Fullerton University | Accounting